Disclaimer: This post nor any of the material linked to herein in any way constitutes investment advice. Historical performance data above represents performance results as reported by the portfolio identified. Performance results are for illustration purposes only. Historical results are not indicative of future performance. Positive returns are not guaranteed. Individual results will vary depending […]

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Links to download the following PDFs… A transcript of my slide narration My slides on Tarpon and oil You can watch the videos below, or by following these links to YouTube: Video 1: Cale Smith’s Update on Tarpon Video 2: Retz Reeves, CFA, on International Investing Video 3: U.S. Market Outlook Video 4: New IIM […]

Links to download the following PDFs… A full transcript of my slide narrations All of my slides Additional Q&A You can watch the videos below, or by following these links to YouTube: Video 1: Intro, Gecko, and Tarpon Video 2: Retz Reeves, CFA, on International Investing Video 3: On Oil and Staying Stubborn Video 4: […]

Below are the videos presented at our sixth annual investor meeting originally held in May 2015. Part 1: Intro by Cale Smith and an Update on New Developments at IIM Part 2: Cale Smith On Oil Prices and the Tarpon Folio, Part One Part 3: Cale Smith On Oil Prices and the Tarpon Folio, Part […]

It’s time to RSVP for the annual meeting! The 2015 Investor Meeting for clients and friends of Islamorada Investment Management will be held at 3:00pm on Saturday, May 16. Our meeting will be the first event to ever be held in the gorgeous, brand-new Theater at the Florida Keys History & Discovery Center. At the […]

Below are voiceovers of the slideshows originally presented at the 2014 IIM Investor Meeting. Part 1: Part 2: Part 3: Part 4: Part 5: Part 6:

The 2014 IIM Investor Meeting will be held at 2:00pm on Sunday, May 25, 2014, at the Conference Center at the Islander Resort, a Guy Harvey Outpost. Please RSVP by clicking here.

Here is a recorded version of the same presentation I originally gave to investors at the Islamorada Investment Management Annual Investor Meeting on May 18, 2013. The first video: The second: Part three: Fourth and final vid: Please drop me a line if you have any questions.

The 2013 IIM Annual Investor Meeting will be held at 3:00pm on Saturday, May 18, 2013, at the beautiful new Florida Keys Conference Center at the Islander Resort here in Islamorada. While the meeting is intended for current investors, it’s open for everyone. At the annual meeting I explain what I’ve done with my investors’ […]